Priya Misra, JPMorgan Asset Management Portfolio Manager, joins Bloomberg's Anna Edwards on "Bloomberg Brief" to discuss why the US 10-year yield will stop climbing soon and her expectations for the Federal Reserve and BOJ rate decisions this week.
Oil rose for a second day with a critical Saudi Arabian pipeline still offline. The East-West conduit a workaround for Strait of Hormuz flows was shut last week after attacks, with Saudi Aramco yet to say when it may restart. Tyler Kendall reports on Bloomberg Television.
Talk of an AI slowdown is 'more PR than substance' as technology companies in the US race to compete both with each other and with China says Daniel Pinto, EMEA CEO at wealth manager Corient. He spoke to Bloomberg's Francine Lacqua on 'The Pulse'.
Priya Misra, portfolio manager at JPMorgan Asset Management, explains the factors that can bring an end to the selloff in bonds, but says, "there's a bunch of things that have to happen, so you have to be really careful about stepping in."
Bloomberg TV's Abeer Abu Omar speaks exclusively with Issam Kazim, CEO of Dubai Corporation for Tourism and Commerce Marketing at the Arabian Travel Market. He observes that Dubai has become a 'mature' city, with people now wanting to come to the region for a holiday or for residency, whereas it was previously a stopover destination. He says competition between regional players in the UAE is 'healthy' and important for attracting talent.
Kokou Agbo-Bloua, global head of economics, cross-asset and quant research at Societe Generale Corporate and Investment Banking, discusses the rising 10-year Treasury yield and its impact on debt-fueled artificial intelligence capex. "If it goes to let's say 5.5% to 6% and growth doesn't pick up, because it's there simply reflecting higher nominal GDP, then you can sort of break the whole economics of AI debt capex," Agbo-Bloua tells Bloomberg Television.
Sitara Sundar, head of alternative investment strategy at JPMorgan Private Bank, discusses the outlook for the artificial intelligence trade. Speaking on Bloomberg Television, she says her firm still has a constructive view on the AI industry in the long run. "We would actually start to lean more into some of the integration and the application layer of artificial intelligence," she adds.
Britain's employers shed workers at the fastest rate in nine months, with the number of employees on company payrolls slipping 26,000 in August, according to the Office for National Statistics. The drop was worse than the 5,000 drop that economists expected, though the provisional estimates are often revised. Bloomberg's Sam Unsted breaks down the situation.
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
Hong Kong is preparing to unveil its first five-year development blueprint on Wednesday, as it seeks to align its priorities with those of mainland China. "Bloomberg: The China Show" co-anchor Yvonne Man reports on what's expected in the master plan and what it could mean for the city's future.
Axa Chief Executive Officer Thomas Buberl says the insurer will prioritize efficiency and shareholder returns over acquisitions after raising its profitability and growth targets for the next three years. "We will deploy and employ the policy as we've always done," Buberl tells Bloomberg Television. "We look at what is interesting when we talk about bolt-ons, but the focus is really organic growth."
US President Donald Trump's opposition to guardrails on artificial intelligence puts him at odds with a growing number of lawmakers from both parties, with AI safety fears adding to voters' misgivings about the technology heading into the midterm elections. Bloomberg's Anthony Stephens breaks down the situation.
